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NORDVEST

We Owes

We Owes track the promises, follow-ups, sales opportunities, and warranty work your team needs to keep visible after a service conversation or visit. If someone says "we owe them an answer," it belongs here instead of in somebody's inbox.

Every We Owe gets a reference number like WE-1001 so it can be searched, discussed, printed, and linked back to the customer history.

Types

NORDVEST supports three We Owe types:

  • Commitment — A promise to the customer, like a backordered part, follow-up visit, pricing answer, or internal handoff
  • Opportunity — A potential sale or equipment upgrade tracked through the Sales CRM module
  • Warranty — A warranty claim, warranty update, or warranty-related follow-up

Opportunities are still We Owes under the hood. They keep the same customer context, sub-tasks, watchers, comments, attachments, and service-request links, but they also appear in the Sales Pipeline when the CRM module is enabled.

Creating a We Owe

  1. Go to We Owes
  2. Click Add We Owe
  3. Choose the type
  4. Select the customer
  5. Enter a title
  6. Add a description, owner, due date, asset, contacts, or linked Service Requests if needed
  7. Save

The title is the only required description field, but the best We Owes make the next action obvious. "Send quote for 25 HP replacement compressor" is much better than "follow up."

Commitments

Use a commitment for anything the team promised to do or check on. Common examples:

  • Follow up when a backordered part arrives
  • Schedule a return visit after parts are available
  • Send a manual, report, photo, or service note
  • Confirm pricing or availability
  • Coordinate an internal handoff

Commitments stay in the main We Owes list until they are completed or cancelled.

Opportunities and Sales CRM

When the Sales CRM module is enabled, opportunities move sales work into a real pipeline without separating it from service history.

An opportunity can track:

  • Stage — Intake, Qualifying, Quoting, Proposal Sent, Won, or Lost
  • Estimated Value — The forecast value for the deal
  • Expected Close Date — When the opportunity is expected to land
  • Lost Reason — Why the deal was marked lost
  • Contacts — The people involved in the buying conversation

Open opportunities live in Sales → Pipeline. The general We Owes list focuses on commitments and warranties by default, while the Sales Pipeline gives opportunities board and table views by stage.

Promoting a Commitment

If a normal commitment turns into a sales conversation, open the We Owe and choose Promote to Opportunity. The record is converted in place, so its history, sub-tasks, comments, attachments, watchers, and linked Service Requests stay with it.

Warranties

Use warranties for claims and warranty-related follow-up. Warranty We Owes keep the claim visible next to the customer, asset, and service history so your team can see what is still waiting on the manufacturer, customer, or internal review.

Sub-Tasks

Each We Owe can have sub-tasks with their own assignee and status. Use them when multiple people need to contribute before the We Owe can be completed.

Examples:

  • Parts checks inventory
  • Service manager calls the customer
  • Sales prepares the quote
  • Technician confirms the serial number

Assigned users receive notifications when they are given a sub-task and when their sub-task is completed.

Linking Service Requests

A We Owe can be linked to more than one Service Request. This is useful when a commitment starts on one visit and is resolved on another.

  • Link Service Requests directly from the We Owe form
  • The first linked Service Request can fill in the customer automatically
  • All linked Service Requests must belong to the same customer
  • From the We Owe detail page, Add Service Request creates a new request already linked to the We Owe

Watching and Notifications

Click Watch on a We Owe to receive notifications when its status changes. This is useful when you are not the owner but still need to know when the customer commitment, opportunity, or warranty item moves forward.

Closing a We Owe

When the work is finished, mark the We Owe Completed. If the item no longer applies, mark it Cancelled. Completed and cancelled records stay in history so the customer record still shows what happened.